Braun-Bostich & Associates’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Buy
2025
Q2
$239K Sell
2025
Q1
$247K Sell
2024
Q4
$246K Buy
2019
Q2
Sell
2019
Q1
$13K Hold
2018
Q4
$13K Hold
2018
Q3
$15K Hold
2018
Q2
$15K Hold
2018
Q1
$14K Hold
2017
Q4
$17K Buy